Lump Sum10 years ago
$10,000 invested once
$48,302+$38,302 · +383.02%
Total invested$10,000
Annualised (CAGR)+17.12%
Max drawdown-92.69%
SIP · Monthly122 contributions
$100 every month
$93,632+$81,432 · +667.47%
Total invested$12,200
Money-weighted (XIRR)+38.48%
Max drawdown-69.89%
SIP · Biweekly261 contributions
$100 every two weeks
$201,305+$175,205 · +671.28%
Total invested$26,100
Money-weighted (XIRR)+38.68%
Max drawdown-70.85%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$141,933after your settings in CEU.TO
Profit
+$119,733+539.34% on money in
Annualised return
+25.39%Money-weighted (XIRR)
Deepest dip
-88.65%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+9.96% | +16.33% | +5.81% | +112.54% | +81.53% p.a. | +63.65% p.a. | +17.12% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +55.20% | -14.27% | -47.32% | -32.36% | -42.48% | +61.31% | +39.80% | +28.94% | +195.04% | +26.05% | +63.79% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $15,782 | +$5,582 | +54.72% |
| 2017 | $11,500 | $14,834 | +$3,334 | +28.99% |
| 2018 | $12,700 | $8,722 | -$3,978 | -31.32% |
| 2019 | $13,900 | $7,066 | -$6,834 | -49.17% |
| 2020 | $15,100 | $5,559 | -$9,541 | -63.19% |
| 2021 | $16,300 | $10,393 | -$5,907 | -36.24% |
| 2022 | $17,500 | $15,867 | -$1,633 | -9.33% |
| 2023 | $18,800 | $21,984 | +$3,184 | +16.94% |
| 2024 | $20,000 | $66,714 | +$46,714 | +233.57% |
| 2025 | $21,200 | $85,941 | +$64,741 | +305.38% |
| 2026 (YTD) | $22,200 | $141,933 | +$119,733 | +539.34% |
Best 12-month stretch
+213.41%Apr 2025 → Apr 2026
Worst 12-month stretch
-78.19%Mar 2019 → Mar 2020
Deepest drawdown
-92.69%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,650on $10,000, trailing 10 years